We are live on ! Find out more
CXE

MFS High Income Municipal Trust

Delisted

CXE was delisted on the 5th of June, 2026.

30 hedge funds and large institutions have $13.2M invested in MFS High Income Municipal Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $12.6M → $13.2M (+$615K)

0.44% more ownership

Funds ownership: 8.52%8.96% (+0.44%)

3% less funds holding

Funds holding: 3130 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$4.16M +$189K +42,545 +5%
HKAM
2
Horizon Kinetics Asset Management
New York
$2.58M -$3.56K -800 -0.1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.42M +$436K +98,128 +48%
VanEck Associates
4
VanEck Associates
New York
$630K +$130K +29,305 +28%
Morgan Stanley
5
Morgan Stanley
New York
$499K -$449 -101 -0.1%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$429K +$24.5K +5,501 +6%
Wells Fargo
7
Wells Fargo
California
$355K -$5.56K -1,250 -2%
TC
8
TownSquare Capital
Utah
$352K
TCM
9
Traynor Capital Management
Pennsylvania
$274K +$2.37K +534 +0.9%
GC
10
Guggenheim Capital
Illinois
$270K -$27.8K -6,242 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$251K -$2.67K -600 -1%
CIA
12
Capital Investment Advisors
Georgia
$200K
MWPCG
13
Measured Wealth Private Client Group
New Hampshire
$195K
Truist Financial
14
Truist Financial
North Carolina
$188K +$179K +40,362 New
ACA
15
Ackerman Capital Advisors
Texas
$187K +$179K +40,155 New
SBIA
16
Sheaff Brock Investment Advisors
Indiana
$163K
RJA
17
Raymond James & Associates
Florida
$161K -$347K -78,075 -69%
Bank of America
18
Bank of America
North Carolina
$161K +$15.1K +3,402 +11%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$91K +$23.9K +5,365 +38%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$90K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$87K +$17.3K +3,883 +26%
CA
22
Cetera Advisors
Colorado
$72K +$4.45K +1,000 +7%
Stifel Financial
23
Stifel Financial
Missouri
$71K +$67.9K +15,262 New
SVWAG
24
Sound View Wealth Advisors Group
Georgia
$70K
WAM
25
Wolverine Asset Management
Illinois
$70K +$67.1K +15,084 New

CXE Hedge Fund Activity: Q2 2020 in Review

30 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in MFS High Income Municipal Trust (CXE) for Q2 2020, worth a combined $13.2M — up 4.9% from $12.6M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of CXE and 5 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $436K. The largest seller was Raymond James & Associates, cutting an estimated $347K.

  • 30 institutional investors held MFS High Income Municipal Trust (CXE) as of Q2 2020, down from 31 in Q1 2020.
  • Funds reported $13.2M of MFS High Income Municipal Trust stock for Q2 2020, up 4.9% quarter-over-quarter.
  • 5 funds opened new MFS High Income Municipal Trust positions in Q2 2020 and 6 closed out, a net change of -1 holder.
  • The largest MFS High Income Municipal Trust buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $436K added.
  • The largest MFS High Income Municipal Trust seller in Q2 2020 was Raymond James & Associates, an estimated $347K sold.

Based on aggregated 13F filings for Q2 2020.